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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,994 | $92,743+57.4% | $82,744+76.4% | $134,532+8.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.45% | 946.63%-965.1pp | 702.22%-720.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,125 | $3,273-35.1% | $3,008-29.4% | $4,741-55.2% |
| Participant deferral / active EE | $36,661 | $4,802+663.5% | $4,395+734.2% | $6,401+472.7% |
| Admin fee / account holder | $271,805 | $5,977+4447.3% | $5,325+5004.5% | $11,429+2278.3% |